Purchases and Sales Made in Q1 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.31K+ 6.07% |
$4.35M - $4.87M
|
163K
$98.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.14K+ 10.9% |
$4.27M - $4.78M
|
92.9K
$56.3M
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
9.09K+ 143.15% |
$4.25M - $4.76M
|
15.4K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.08K+ 140.03% |
$4.24M - $4.75M
|
15.6K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.01K+ 199.18% |
$4.21M - $4.71M
|
13.5K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.91K+ 99.79% |
$4.16M - $4.66M
|
17.8K
$10.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.87K+ 58.51% |
$4.14M - $4.64M
|
24K
$14.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8.83KNew |
$4.13M - $4.62M
|
8.83K
$5.36M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.81K+ 9.59% |
$4.11M - $4.61M
|
101K
$61M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.71K+ 609.66% |
$4.07M - $4.56M
|
10.1K
$6.15M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8.65K+ 4.42% |
$4.04M - $4.52M
|
204K
$124M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.55K+ 9.18% |
$3.99M - $4.47M
|
102K
$61.6M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8.5K+ 0.38% |
$3.97M - $4.45M
|
2.24M
$1.36B
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.46K+ 5.6% |
$3.95M - $4.42M
|
159K
$96.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.35K+ 5.71% |
$3.9M - $4.37M
|
155K
$93.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8.34K+ 79.08% |
$3.9M - $4.36M
|
18.9K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
8.31K+ 5.09% |
$3.88M - $4.35M
|
171K
$104M
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
8.26KNew |
$3.86M - $4.32M
|
8.26K
$5.01M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.17K+ 53.98% |
$3.82M - $4.27M
|
23.3K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.17KNew |
$3.82M - $4.27M
|
8.17K
$4.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.12K+ 16.28% |
$3.79M - $4.25M
|
58K
$35.1M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.04K+ 134.67% |
$3.76M - $4.21M
|
14K
$8.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
7.82K+ 29.13% |
$3.66M - $4.09M
|
34.7K
$21M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.77K+ 179.87% |
$3.63M - $4.07M
|
12.1K
$7.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.74K+ 4.16% |
$3.62M - $4.05M
|
194K
$117M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
7.72K+ 17.43% |
$3.61M - $4.04M
|
52K
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.68K+ 10.78% |
$3.59M - $4.02M
|
78.9K
$47.9M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.63K+ 3.3% |
$3.57M - $3.99M
|
239K
$145M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.61K+ 28.15% |
$3.56M - $3.98M
|
34.6K
$21M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
7.56K+ 299.52% |
$3.53M - $3.95M
|
10.1K
$6.11M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
7.56K+ 5.2% |
$3.53M - $3.95M
|
153K
$92.7M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.47K+ 217.08% |
$3.49M - $3.91M
|
10.9K
$6.62M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
7.46K+ 29.92% |
$3.49M - $3.9M
|
32.4K
$19.7M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.4K+ 153.6% |
$3.46M - $3.87M
|
12.2K
$7.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.33K+ 5.01% |
$3.43M - $3.84M
|
154K
$93.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
7.2K+ 35.47% |
$3.36M - $3.77M
|
27.5K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.17KNew |
$3.35M - $3.75M
|
7.17K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.03K+ 57.48% |
$3.29M - $3.68M
|
19.3K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
6.96K+ 7.3% |
$3.25M - $3.64M
|
102K
$62.1M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.95K+ 23.02% |
$3.25M - $3.64M
|
37.1K
$22.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
6.88KNew |
$3.21M - $3.6M
|
6.88K
$4.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.7K+ 6.18% |
$3.13M - $3.51M
|
115K
$69.8M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
6.64KNew |
$3.1M - $3.48M
|
6.64K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.62K+ 61.89% |
$3.09M - $3.46M
|
17.3K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.59K+ 203.49% |
$3.08M - $3.45M
|
9.83K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
6.58KNew |
$3.07M - $3.44M
|
6.58K
$3.99M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
6.55K+ 6.25% |
$3.06M - $3.43M
|
111K
$67.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.54K+ 4.98% |
$3.06M - $3.42M
|
138K
$83.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.49K+ 1.09% |
$3.03M - $3.4M
|
604K
$366M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.45K+ 126.26% |
$3.01M - $3.38M
|
11.6K
$7.01M
|